Robert Boyer Email & Phone Number

Croydon, United Kingdom

As a customer review advisor, my role contains many different roles. My main duties are to carry out financial reviews for our customers, this involves reviewing their finances, presenting other options that may benefit them and also looking at legacy planning.The main skill’s I use in my role is to identify what needs a customer has, once I have discovered a need I can present the relevant option’s to the customer, I am fully competent in completing review appointments, I am also able to complete Funeral Plan appointments with the plans of completing Will and Power of attorney appointments within this year.I am a senior member of branch which allows me to set a great example for the rest of my colleagues; this means I can demonstrate all of the right behaviours to my colleagues and any new starters. I thrive on perfecting my work and ensuring my work is of the highest quality. I enjoy getting myself known throughout the region and company; I enjoy networking with other colleagues and departments throughout the society.I also took on the role of “ Customer Experience Champion “ within my branch, this means I heavily look at the customer experience my branch is giving to our customers, I constantly review our feedback and NPS scores to spot any common trends or themes in which we can improve.Along with the above role, I am also the “Community Champion “within my branch, this means I research the local community and look for organisations that need volunteering help, recently I have arranged for my branch to volunteer at “Carshalton Lavender Fields “which included a day volunteering and helping out at the fields and also a £250.00 monetary donation in which we provided all new equipment to the fields.

London, United Kingdom

Skipton building society internally promoted me to a new role the society had just developed, this was the financial planning consultant role, as well as completing my usual branch tasks and branch appointments this now meant I was able to service our financial advice customers also.This meant I was able to complete a financial review for an investment customer giving information regarding their investment portfolio, information on their investment performance, risk type and any associated platform costs within their portfolio.This role gave me great knowledge around investment markets, portfolios and platforms within the investment area. It allowed me to service more customers and really help them with any financial advice needs whilst trying to identify any further needs outside of the financial review meeting.As part of this role, Skipton put me through qualifications to start me on my journey of becoming a financial advisor which is what the financial planning role was designed to help towards. Currently I am working towards my R01 and R02 financial advice qualification.

Having been promoted to a customer consultant, my duties still include the below responsibilities however my extra duties now include:• Complete home insurance quotes • Arrange and completing savings reviews • Working from my own appointment diary• Referring life cover policy / mortgage needs from savings meetingsIn my new role I am a senior member of staff which gives me a great opportunity to lead by example. I demonstrate the correct behaviour’s at all times to set a positive and great mentality throughout my branch. I can first hand complete customer meetings and ensure my customers are receiving excellent service from myself throughout the customer journey. To ensure I gain the customers trust I have to go the extra mile with every customer and always make sure the customer experience is exceptional. I am a trusted member of the society to enable me to give advice and make recommendations on customer’s home insurance; I am also qualified to carry out savings meetings to identify the customer’s current savings, any savings elsewhere and to see if this can be bettered. Having passed both qualifications in insurance and savings meetings this truly allows me to let my personality come across in all of the meetings and ensuring the customer experience is exceptional. Having been a customer representative who booked appointments for the customer consultant I am now able to complete the whole customer journey, from booking in the customer and then myself completing the meeting which allows for a much smoother process. A customer consultant has to lead by example to demonstrate the correct and positive attitude to his fellow colleagues, this means as well as seeing booked appointments I also have to ensure I am self-generating my own leads. It is very important to gain the trust from the customer so you are able to explore all their options available to them.

Lewisham

As a customer service Representative my role is to assist customers with queries and complaints and resolve any issues they may have. I also have to consider the needs of the customer and treat them with respect, politeness and helpfulness.I have to complete financial requests from customers in branch, telephone based and also via post. I pay attention to detail to ensure the task is completed as instructed and all customers are happy with the service they receive. My job also is to carry out general administration tasks in the workplace such as:Filling to organise all stored records and dataEmailing using Microsoft OutlookCompleting financial requests via telephone Dealing with customer complaints and queries via telephone, post, email and face to faceUse of photocopier, scanner and fax machineDirect calls to required departmentsI have to prioritise my workload as well ensuring I meet deadlines whilst still offering the highest standard of customer service.There is also an element of selling required in my role. I maximise every opportunity by building rapport with the customer and identifying potential needs.There are guidelines and deadlines set to push me to the best of my abilities. This helps me achieve personal goals as well.This role has also given me very good experience in cash handling and self management skills. I manage my time a lot more efficiently, I know how to help others a lot more effectively and I am very enthusiastic about my work.

My role at vodafone was very customer service based and I helped customers with their challenges on a daily basis. From November 2010 until February 2011 I was moved to one of Vodafone’s stores that was closing down as the assistant manager. I was then brought in to support the current manager whilst the Orpington store was in its final stages of being opened. This has given me great experience and taught me a lot about management. This gave me new skills as I had to lead people and set an example. You always have to make sure you put the customer and their needs first and make sure they have a great overall experience. I always want to progress in my job and achieve the best I can.My daily duties included:Management of the store when the manager is away including payroll issues.Management of 3 staff.Ensuring targets are met and exceeded.My achievementsAwarded “Customer Service King of the Region” title with the region covering 18 stores. I was awarded the title as I always deliver the very best customer service possible to every customer. If I cannot help them always offer an alternative and always go the extra mile to ensure I give the best experience for the customer possible.100% score mystery shop award. Areas covered include always ensuring the type of phone meets the customer’s need, what is the best price plan they should be on, making sure Vodafone provide good coverage in their area.NVQ in customer service, this was a programme that went on for approximately 6 months which involved 1 to 1 training in store, coaching from my manager and personal work out of the working.

South East England

Having worked in professional services and retail sectors I wanted to experience the building trade.I secured a 12 month training contract with the Billings Group on one of their projects. I learned about different areas including building of houses, installation of loft insulation, under-floor heating systems and paving. Once completed I decided to return to retail/sales.

When Sports Direct acquired JJB Sports I was made Team leader in the accessories department and also given the responsibility of locking the store at night.• Managing the other people in the accessories department.• Setting an example to them and helping them to develop.• Reported to store manager on my department’s progress.I joined JJB sports whilst studying at Bromley College and worked as a part time sales assistant selling sports products, advising on accessories such as inner soles and cleaning products to go with the products purchased.This was my first experience in retail having face to face contact with the general public. This has given me an understanding of customer care. I learned how to best set up display stands and how to display accessories in a way that would interest shoppers to look and buy.

I carried out my two weeks work experience at Vantis plc, who invited me back to work for them during the summer holidays. Whilst I was there I learnt the need for accuracy and attention to detail.• Travel to various locations• Installation of network switching equipment• Installation of new and removal of old computers and laptops

Bachelor Of Technology (B.Tech.), Public Services, Pass

Education record